CAM
MIDD icon

Claret Asset Management’s Middleby MIDD Stock Holding History

Claret Asset Management’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$209K Hold
1,579
– – 0.03% 329
2025
Q4 		$235K Sell
1,579
-4
-0.3% -$525 0.03% 288
2025
Q3 		$210K Sell
1,583
-22
-1% -$3.06K 0.03% 376
2025
Q2 		$231K Buy
1,605
+39
+2% +$5.5K 0.03% 386
2025
Q1 		$238K Buy
1,566
+1
+0.1% +$157 0.03% 211
2024
Q4 		$212K Buy
1,565
+11
+0.7% +$1.52K 0.03% 256
2024
Q3 		$216K Buy
+1,554
New +$209K 0.04% 271
2021
Q3 		– Sell
-1,213
Closed -$210K – 199
2021
Q2 		$210K Hold
1,213
– – 0.03% 189
2021
Q1 		$201K Buy
+1,213
New +$179K 0.04% 185

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return